Experience

The DePaul Group

• United States
• Construction
• 1 - 100 Employee

• Executive Assistant to the Chief Financial Officer

  • Jun 1999 - Present

  Divisions within the DePaul Group: Highway Materials, Construction, Hospitality, Health Care, Real Estate, Homebuilding Areas of responsibility: prepare various divisional reports (gross rent potential, Trust distributions, debt schedules); preparation of information for all refinancing (paperwork as well as liaison during actual refinancing with banks and lawyers); compiling and submission of all required financial submissions to mortgage; preparation and upkeep of companies’ organization charts and personal family tree for the owners and principals; custodian of all money market and investment portfolio accounts (reporting, financial transfers and wires, bank reconciliations; corporate, partnership and individual taxes (processing and tracking for government filing, investigating and rectifying any queries made by various tax authorities (IRS, State and City)); liaison with outside accounting firms for audits, correspondence and tracking of fees; all accounts payable for three family trusts as well as the personal bills for the CEO of the company; production of monthly accounting calendar; all general correspondence relating to finance and accounting; all calendar and scheduling requirements for CFO; general office duties (typing, mail, filing, distribution, scheduling, supply ordering, ordering of all printed materials).



RMB Investments, Inc.

• Account Manager

  • Jun 2006 - Sep 2009

  Companies within Mark H. Poore, CPA, PC: RMB Investments, LLC; ReaAl Investments, LLC; Mark H. Poore, CPA, PC; Karecar, Inc.; Big Al’s Seafood, Inc. Areas of responsibility: bookkeeping for five companies (accounts payable and receivable, payroll, bank reconciliations, daily cash management); liaison between company and financial institutions regarding acquisitions, renewals and refinancing; upkeep of all companies’ financial records and reporting to owners; all correspondence and compliance regarding federal and state corporate taxes for all companies; responsible for 28 mortgages (maintaining documentation with banks along with monthly payments). Bookkeeping for outside client (daily accounting, reconciliations, and monthly financial reporting). Creation and production of all promotional material, in ready format, for all companies. Insurance: responsible for multiple annual insurance policy renewals as well as comparative reviews to ensure proper coverages. Property manager for six commercial and four residential properties: oversee daily operations, renovations and schedule Landlord responsibilities for all properties; liaison between the companies and the Town regarding compliance with town regulations and ordinances as well as procurement of all necessary permits and licenses; represented company interests in various legal matters with tenants. Also perform, when required, various duties at the company’s retail location, including front and back of house responsibilities.



Wyndham Hotels & Resorts

• United States
• Hospitality
• 700 & Above Employee

• Executive Assistant

  • May 1990 - Jun 1999

• Executive Assistant to the President, Garden and Grand Heritage Divisions

  • 1998 - 1999

  Areas of responsibility: preparation of the Guest Service Index monthly report for both divisions; numerous monthly financial reports; booking of travel and hotel accommodation arrangements for president as well as all recruiting travel within the division; scheduling of recruiting interview process; correspondence for guest customer service; all general correspondence coming in and going out of the office; general office duties (typing, incoming and outgoing mail, filing, distribution, scheduling).

• Administrative Assistant to the Vice Presidents of Operations, Garden Division (3)

  • 1994 - 1998

  Areas of responsibility: preparation of operational reports: Guest Service Index monthly report and End of the Month reports; booking of travel arrangements for operations as well as all task force needs out in the field; creating and/or compiling computer applications to be used in sales and operations in the field; all correspondence coming in and going out of the office; general office duties.

• Accounts Receiviable Analyst

  • 1994 - 1994

  Responsible for the daily reconciliation of prior day's revenue and cash receipts, including: tying out cash to register tapes; all credit card transactions; reconciling cash and credit receipts to guest checks; balancing of daily house charges and house accounts of prior day to budget; also verified numerical continuity of outlet checks and periodically counted cash drawers. Additional responsibilities included assistance in preparation of monthly management report for the entire complex, including hotel, convention center and office building divisions.

• Administrative Assistant to the Director of Marketing

  • 1991 - 1994

  Areas of responsibility: preparation of marketing department reports, forecasting, budget, payroll, declining balances, weekly goal reports, end of the month reports, management reports, travel reports, market share reports; charting and graphing progress of the department; maintenance of the REVPAR (manual and on computer) etc; extensive involvement in compiling forecast and budget information for management review; all correspondence coming in and going out of the office; general office duties; responsibilities also included all correspondence between the Corporate Director of Sales and Marketing and other management service hotels.

• Group Rooms Sales Secretary

  • 1990 - 1991

  Areas of responsibility: typing and processing of contracts and letters to clients for Lily Langtry's, Radisson Valley Forge and Sheraton Valley Forge; customer service, tracing files, general clerical duties, promotional mailings, logging and distribution of corporate leads; secretary to the Director of Marketing.

• Catering Intern

  • 1990 - 1990

  Areas of responsibility: making cold calls to solicit future bookings, preparation of weekly events schedule, reorganization of filing system, general clerical duties.